DMM Directory

AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.

Biography

ElderCare Resources, Inc., offers licensed and bonded professional fiduciary services to people of all ages. We can assist with daily money management, bill paying, investment planning and estate management as well as serve as power of attorney, rep payee or conservator.

Biography

I have owned my own bookkeeping/money management business since 1999. I pride myself on having a reputation for integrity and consistency with a successful track record of assisting clients. I think daily money management is a very personal thing and it is important to build a relationship with clients and establish trust.

Biography

I have over 7 years of experience in the Financial Services industry working in several capacities throughout my career including investor relations, marketing, client service, administrative, and business development. The unique skill set that I’ve developed over the years has given me the ability to hone in on what a client really needs and derive a strategy to meet their specific personal financial goals.

Biography

Jennifer R. Figurelli, CTFA, is a Co-Founder and Managing Director of the Firm. Previously, she was a Vice President and Senior Trust Officer with a national trust bank, and has over 18 years of experience in trust and estate administration.

A native Floridian, Jennifer has lived in Naples since 1976. Jennifer has significant experience working with individuals who are undergoing a transition, such as retirement, death of a spouse or loved one, divorce, college expense planning, and special needs situations.

Jennifer has a Bachelor of Arts degree in Business Administration from Florida Southern College and a Legal Assistants Certificate from Florida Atlantic University. She also is a graduate of the Florida Bankers Association Graduate Trust School and holds Life, Health and Variable Annuity designations. Figurelli is a licensed Investment Advisor Representative in the State of Florida (Series 65). She is a Certified Trust and Financial Advisor (CTFA) and is a Professional Daily Money Manager (PDMM).…

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.

The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.